Service Representative - Part Time Position

UniWyo Credit Union; Cody (WY); On-site; USD 22,000 - 29,000; Part time

Job summary

UniWyo Credit Union seeks a Part Time Service Representative to assist members with routine banking needs, promote products, and maintain accounts. You will handle deposits and withdrawals, issue cards, and refer potential opportunities to the sales team while upholding privacy and security policies.

The role is Monday through Friday 11am-2pm, with occasional full shifts when necessary; a high school diploma or GED and related experience are required, along with proficiency in word processing

Qualifications

• High school diploma or GED required with 1+ year of related experience or equivalent
• Proficient in word processing and spreadsheet software
• Able to move and/or transport items up to 40 pounds

Responsibilities

• Assist members with deposits and loan payments and explain products and services
• Promote UniWyo products and services in person
• Open and close savings accounts within guidelines
• Issue debit cards and pre-paid cards
• Refer opportunities to the sales team and maintain member relationships
• Adhere to Bank Secrecy and AML requirements

Skills

Customer service

Cash handling

Data entry

Multitasking

Computer skills

Education

High school diploma or GED

Tools

MS Word

Excel

Job description

Position: Part Time Service Representative

Hiring Range: $18.59, DOE

FLSA Status: Non-Exempt

Employment Status: Part Time-Monday through Friday 11am-2pm & occasional full shift when necessary

EXAMPLES OF DUTIES:

Receives, responds to and assists members visiting the credit union. Promotes and sells products and services in person. Establishes, maintains, and closes a variety of financial savings accounts within established boundaries. Issues debit cards and pre-paid cards. Enthusiastically promotes UniWyo products and services. Ensure Credit Union policies and procedures are adhered to. Assist in the development of new business by being familiar with all products and services, including associated rates and parameters.

Performs a variety of member transactions. Accepts deposits and loan payments. Assist members with withdrawals, cash advances, transfers, check cashing and check withdrawals. Balances assigned teller drawer on a daily basis. Assists with the security and monitoring of cash, money orders and confidentiality of members’ information. Understands member relationship management for the purposes of identifying potential sales opportunities for referral to the sales team. Responsible for the generation of a threshold number of product and service referrals.

Responds to member’s requests, concerns problems, and complaints regarding their accounts. Communicates and conveys information to members. Identifies member’s needs and directs them to appropriate departments. Responds to member’s questions in a timely fashion accurately and concisely.

Performs a combination of correspondence related functions. Compiles information and routes to appropriate departments. Prepares, updates, and maintains files. Enters data into electronic and/or manual recording systems. As required assists the Branch Manager. Responds to inquires made in writing, by phone and/or in person.

Assists with the training of new service representatives. Recommends changes to existing policies and procedures.

Responsible for compliance with the Bank Secrecy and Anti Money Laundering Acts including monitoring for such illegal activity as it applies to this position.

Performs other duties as assigned or required.

KNOWLEDGE, SKILLS, AND OTHER CHARACTERISTICS:

• Knowledge of applicable credit union rules, ordinances, codes, regulations, administrative orders, case law and other governing rules and regulations.
• Knowledge of the Credit Union’s policies and procedures.
• Knowledge of the principles of file and records management.
• Knowledge of the principles of customer service.
• Skill in assessing and prioritizing multiple tasks, projects and demands.
• Skill in working within deadlines to complete projects and assignments.
• Skill in assessing, analyzing, identifying, and recommending solutions to problems.
• Skill in establishing and maintaining effective working relations with co-workers, other UniWyo employees, representatives from other credit unions, general public and/or others having business with UniWyo.
• Skill in operating a personal computer utilizing a variety of software and operating systems/applications.

MINIMUM QUALIFICATIONS:

A high school diploma or GED AND one (1) year of relevant accounting, banking, service or closely related experience OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.

ADDITIONAL REQUIREMENTS:

• Must be proficient in word processing and current spreadsheet software.
• May be required to move and/or transport heavy, bulky supplies, materials and/or other items weighing up to 40 pounds.
• May be exposed to potential physical harm and infectious diseases.
• May be required to work outside the traditional work schedule.
• May be required to stand for extended periods of the day.

EOE/ADA employer.

Notice of E-Verify Participation

This organization participates in E-Verify. The employer will provide the federal government with the form I-9 information to confirm an employee's authorization to work in the U.S. Notice of Participation and the Department of Justice "Right Work" are available here and here.

Most communication will be done electronically. Please check email, including spam folders.